Great Game: No Red Sea Solution in Sight
Welcome to this week’s Great Game! There’s a whole lot to cover in geopolitics currently, so let’s get straight to it: Peace in sight? As presented last week, the US is looking at a complex ‘decision matrix’ in the Red Sea Crisis. The State Department have been...
Steno Signals #83 – A striking divergence between EUR and USD money trends
It remains an overwhelming consensus that a strong cutting cycle is in the cards, but there is growing uncertainty around the inflation outlook that is yet to be reflected in market pricing. Money trends are not tight enough. To read the full article, sign up for a...
EM by EM #39: All roads out of China lead to goods disinflation
Geopolitics and fiscal excess are fueling price pressures in global macro. But there’s one actor that could combine the two and undermine the inflationary momentum To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur,...
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